Colin Godfrey

Chief Executive Officer, Tritax Big Box Ord

Search every verified Colin Godfrey interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Colin Godfrey, CEO and founder of Tritax Big Box REIT, described the company as the UK's leading logistics property platform, comprising over 40 million square feet of investment assets and the UK's largest logistics-focused land development platform. He stated that the company's objective is to deliver low-risk, income-oriented total returns for shareholders through resilient income from high-quality clients on long-term leases, noting a 10-year track record of 100% rent collection and no voids. Godfrey highlighted three growth drivers: pre-leased buildings yet to become income-producing, capturing rental reversion of around 26% over the next five years, and a development portfolio delivering over a 7% yield on cost. He also mentioned exploring adjacencies such as data centers. Godfrey said the market is at an "inflection point," with vacancy falling to 5.3% in the UK, rental growth running at about 4%, and investment volumes picking up amid reducing inflation and interest rates. He expressed that UK logistics is "the most attractive sector in commercial property" and that the company is excited about its prospects over the next few years.